AIOFP adds fintech platform to APL

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The Association of Independently Owned Financial Planners (AIOFP) has added cash investment fintech platform Cashwerkz to its APL.

The addition of Cahswerkz to the AIOFP APL will allow the industry body’s members to “utilise the leading-edge platform to streamline defensive asset investing”, the AIOFP said in a statement.

“Combining a streamlined identification and application procedure together with an efficient rollover and switching process at maturity, Cashwerkz provides advisers and their clients’ with an intelligent and transparent cash investment solution,” the statement said.

AIOFP executive director Peter Johnston said advisers had been looking for an “innovative solution” for the asset class and Cashwerkz fit this bill.

“We are pleased to recommend Cashwerkz to our 3,000 strong membership group,” he said.

“The platform provides a streamlined digital solution where an adviser can create a client account online within minutes; research, invest and manage their cash investments with ease and thereafter focus on the needs of the client.”

 

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